ARISTON SERVICES GROUP, LLC

RIASEC RegisteredEst. 2008

Total AUM

$527M

Discretionary

$371M

70% of AUM

Avg account

$2.4M

Accounts

220

Employees

Advisory reps

Firm details

Headquarters: SAN DIEGO, California
CRD number: 146255
Registered since: February 5, 2008
Website: aristonservicesgroup.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI71.07%
Pooled Investment Vehicles26.28%
Individuals2.65%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Ariston Services Group, LLC operates as an independent registered investment adviser organized as an LLC and SEC-registered since 2008. The firm positions itself as a capital allocator serving both individual/family and institutional clients. Its fee arrangements include asset-based fees, fixed fees, and performance-based fees. Core advisory services encompass financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and the selection of third‑party advisers. The firm is active as a sponsor and general partner/manager of pooled vehicles, which aligns with its capital‑allocation role. Ariston is not identified as an active ESG investor, and it does not present itself as a pension consultant or a multi-state adviser in the available data.